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Ahrens Investment Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Ahrens Investment Partners’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$16.2K Buy
+1,000
New +$16.5K 0.01% 513
2022
Q3 		– Sell
-4,000
Closed -$64K – 463
2022
Q2 		$64K Buy
+4,000
New +$70.9K 0.03% 292

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's GOF Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q1 2023: 1,000 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in GOF as recently as Q2 2022.

Ahrens Investment Partners first reported a position in GOF in Q2 2022 and has held it in 2 quarters since. The position peaked at $64K in Q2 2022. 126 funds tracked by Wall St. Rank hold GOF as of Q1 2023.

  • Ahrens Investment Partners held 1,000 shares of Guggenheim Strategic Opportunities Fund worth $16.2K as of Q1 2023.
  • Guggenheim Strategic Opportunities Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #513 holding.
  • Ahrens Investment Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q2 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's Guggenheim Strategic Opportunities Fund position peaked at $64K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.